Legacy Capital Group California’s Lockheed Martin LMT Stock Holding History

Legacy Capital Group California’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$708K	Sell	1,172 -398	-25%	-$245K	0.27%	118
2025 Q4	$759K	Buy	1,570 +48	+3%	+$23K	0.18%	147
2025 Q3	$760K	Buy	1,522 +373	+32%	+$169K	0.19%	143
2025 Q2	$532K	Buy	1,149 +28	+2%	+$13.1K	0.15%	172
2025 Q1	$501K	Buy	1,121 +41	+4%	+$18.9K	0.17%	168
2024 Q4	$525K	Buy	1,080 +19	+2%	+$10.4K	0.16%	173
2024 Q3	$620K	Buy	1,061 +121	+13%	+$65K	0.21%	143
2024 Q2	$439K	Buy	940 +75	+9%	+$34.7K	0.16%	185
2024 Q1	$393K	Buy	865 +126	+17%	+$55.2K	0.15%	194
2023 Q4	$335K	Buy	739 +1	+0.1%	+$443	0.13%	203
2023 Q3	$302K	Sell	738 -800	-52%	-$355K	0.13%	210
2023 Q2	$708K	Buy	1,538 +59	+4%	+$27.4K	0.29%	99
2023 Q1	$699K	Buy	+1,479	New	+$694K	0.34%	92

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Capital Group California's LMT Position: Q1 2026 in Review

Legacy Capital Group California reduced its Lockheed Martin (LMT) stake by 25% in Q1 2026, selling an estimated $245K and leaving 1,172 shares worth $708K. The position accounts for 0.27% of the portfolio, ranked #118.

Legacy Capital Group California first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $760K in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Legacy Capital Group California held 1,172 shares of Lockheed Martin worth $708K as of Q1 2026.
Legacy Capital Group California sold 398 Lockheed Martin shares in Q1 2026, an estimated $245K.
Lockheed Martin made up 0.27% of Legacy Capital Group California's portfolio in Q1 2026, its #118 holding.
Legacy Capital Group California first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Lockheed Martin position peaked at $760K in Q3 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.